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Fintel Discovery MCP Server

Fintel Discovery · Compliance, Risk & Regulatory

Vendor

Remote MCP endpoint aggregating SEC IAPD Form ADV filings, FINRA BrokerCheck, SEC EDGAR 13F holdings, and related regulatory and market datasets.

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Status
Vendor
Auth
API key
Hosting
Remote
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How to connect Fintel Discovery MCP Server

Step 1

Remote server — paste a URL

Fintel Discovery MCP Server publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.

Endpoint

https://ai.fin-discovery.com/mcp

Client config snippet

{
  "mcpServers": {
    "fintel-discovery-mcp": {
      "url": "https://ai.fin-discovery.com/mcp"
    }
  }
}

Step 2

Authenticate with API key

Create a key in the vendor's dashboard and store it as an environment variable in your client config — never paste it into a chat window.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Read the full connection guide →